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1-min read • 25 Sep 2024
Outsourcing
Wealth Management
Banking
Private Banking & Wealth Management
Retail Banking & SME
Cracking the Wealth Code: A Guide to Financial Wellness and Wealth-Building for Neo and Universal Banks
Written by Aastha Goel, Andreas Neidhart-Lau, Yash Shah, David Wager, and Alexander Kling
Cracking the wealth code
Ready to transform your wealth management services and empower your clients to achieve financial success? Download our ebook and unlock strategies that can take your banking services to the next level.
Cracking the wealth code
Download our ebook and unlock strategies that can take your banking services to the next level.
Our Experts In This Topic
OUR EXPERT
Yves Roesti
Managing Partner and CEO Synpulse Group
Yves, as Managing Partner, focuses on building strategic client relationships, forging solution partnerships, and fostering an innovation-driven culture across Synpulse. With extensive experience leading large-scale digital transformations across multiple countries, he is also responsible for shaping Synpulse’s APAC growth strategy.
OUR EXPERT
Yash Shah
Partner, Global Head of Avaloq Practice
Yash heads Synpulse’s private banking and wealth management business in Asia and spearheaded the group’s expansion into emerging markets, such as Indonesia, Thailand, the Philippines, and India. He helps wealth managers transform their businesses and drives efforts to democratise wealth services for Asia’s emerging affluent population through scalable operating models.
OUR EXPERT
Rahul Bansal
Partner, Global Head of Retail and SME Banking
Rahul leads Synpulse’s retail and SME banking practice. He played a key role in launching Singapore’s newest digital-native bank. He specialises in large-scale digital transformation programmes, focusing on accelerating neobank development and modernising retail banking platforms.
OUR EXPERT
David Wager
Associate Partner • Banking
David Wager is an Associate Partner, advising financial institutions across the APAC region. With deep expertise in banking, client engagement, and strategic transformation, he helps organisations enhance efficiency and deliver impactful business outcomes. David plays a key role in shaping regional initiatives, partnerships, and operational excellence.
OUR EXPERT
Alexander Kling
Managing Director, Head of Strategy & Transformation, and Head of Retail & SME Banking Consulting, APAC
Alexander is a Managing Director at Synpulse, leading Strategy & Transformation and the Retail & SME Banking practice in APAC. With 20 years in financial services, spanning top-tier strategy consulting and banking across Asia, Europe, and the Middle East, he delivers end-to-end strategy and transformation. He advises senior leaders on digital innovation, challenger models, and market entry, bridging strategy, business, and technology.
Related Contents
Loading insights...
1-min read • 25 Sep 2024
Outsourcing
Wealth Management
Banking
Private Banking & Wealth Management
Retail Banking & SME
Cracking the Wealth Code: A Guide to Financial Wellness and Wealth-Building for Neo and Universal Banks
Written by Aastha Goel, Andreas Neidhart-Lau, Yash Shah, David Wager, and Alexander Kling
Cracking the wealth code
Ready to transform your wealth management services and empower your clients to achieve financial success? Download our ebook and unlock strategies that can take your banking services to the next level.
Cracking the wealth code
Download our ebook and unlock strategies that can take your banking services to the next level.
Our Experts In This Topic
OUR EXPERTYves Roesti
Managing Partner and CEO Synpulse Group
Yves, as Managing Partner, focuses on building strategic client relationships, forging solution partnerships, and fostering an innovation-driven culture across Synpulse. With extensive experience leading large-scale digital transformations across multiple countries, he is also responsible for shaping Synpulse’s APAC growth strategy.
OUR EXPERTYash Shah
Partner, Global Head of Avaloq Practice
Yash heads Synpulse’s private banking and wealth management business in Asia and spearheaded the group’s expansion into emerging markets, such as Indonesia, Thailand, the Philippines, and India. He helps wealth managers transform their businesses and drives efforts to democratise wealth services for Asia’s emerging affluent population through scalable operating models.
OUR EXPERTRahul Bansal
Partner, Global Head of Retail and SME Banking
Rahul leads Synpulse’s retail and SME banking practice. He played a key role in launching Singapore’s newest digital-native bank. He specialises in large-scale digital transformation programmes, focusing on accelerating neobank development and modernising retail banking platforms.
OUR EXPERTDavid Wager
Associate Partner • Banking
David Wager is an Associate Partner, advising financial institutions across the APAC region. With deep expertise in banking, client engagement, and strategic transformation, he helps organisations enhance efficiency and deliver impactful business outcomes. David plays a key role in shaping regional initiatives, partnerships, and operational excellence.
OUR EXPERTAlexander Kling
Managing Director, Head of Strategy & Transformation, and Head of Retail & SME Banking Consulting, APAC
Alexander is a Managing Director at Synpulse, leading Strategy & Transformation and the Retail & SME Banking practice in APAC. With 20 years in financial services, spanning top-tier strategy consulting and banking across Asia, Europe, and the Middle East, he delivers end-to-end strategy and transformation. He advises senior leaders on digital innovation, challenger models, and market entry, bridging strategy, business, and technology.